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Name Holding Trade Value Shares
Change 		Change in
Stake
LWS
1851
Lucia Wealth Services
California
$955K +$106K +846 +12%
LWM
1852
Liberty Wealth Management
California
$954K +$500 +4 +0.1%
SFWC
1853
Strategic Family Wealth Counselors
New Jersey
$954K +$69.4K +555 +8%
SIC
1854
Samalin Investment Counsel
New York
$952K +$28K +224 +3%
AWC
1855
Abundance Wealth Counselors
Pennsylvania
$949K +$2.75K +22 +0.3%
DDC
1856
DF Dent & Co
Maryland
$949K +$386K +3,089 +68%
MC
1857
Mathes Company
New York
$948K -$25K -200 -3%
AG
1858
AlphaSimPlex Group
Massachusetts
$948K +$955K +7,638 New
I
1859
INVST
Indiana
$946K +$117K +939 +14%
ONB
1860
Old National Bancorp
Indiana
$946K +$143K +1,147 +18%
PFG
1861
PAX Financial Group
Texas
$945K +$449K +3,589 +89%
C
1862
Certuity
Florida
$944K +$118K +947 +14%
GI
1863
Gradient Investments
Minnesota
$942K +$87.5K +700 +10%
ZB
1864
Zions Bancorporation
Utah
$941K -$10K -80 -1%
CA
1865
Claro Advisors
Massachusetts
$939K +$36.5K +292 +4%
GSWM
1866
Golden State Wealth Management
California
$936K -$722K -5,773 -43%
LA
1867
LVW Advisors
New York
$936K -$143K -1,146 -13%
GSIS
1868
Global Strategic Investment Solutions
Arizona
$936K +$89.5K +716 +10%
FBT
1869
First Bankers Trust
Kentucky
$932K -$208K -1,665 -18%
MPCG
1870
Matrix Private Capital Group
New York
$932K -$2.5K -20 -0.3%
CAM
1871
Costello Asset Management
Pennsylvania
$931K -$16.3K -130 -2%
FPCM
1872
Financial Partners Capital Management
New York
$926K -$8.13K -65 -0.9%
AL
1873
Arnhold LLC
New York
$926K – – –
SIAP
1874
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$921K – – –
DA
1875
Detalus Advisors
Missouri
$920K -$7.25K -58 -0.8%
73 74
75
76 77